Social Security Workshop
For many, Social Security represents a significant portion of their income in retirement.
Learn how to make the right decisions regarding this important retirement benefit.
Unfortunately, many do not maximize their Social Security benefits and consequently leave tens of thousands of dollars unclaimed. This is often due to a lack of understanding regarding how Social Security works and the various rules and election criteria that can be confusing. We’re here to help and offer this workshop as a way for you to get started.
In this workshop, we begin with the Social Security Basics, walk you through several case studies and later discuss how you can think more strategically about maximizing this income stream.
In addition, you’ll learn answers to questions like:
- How will the recent changes to Social Security affect my benefit?
- Does it make a difference when I take my Social Security benefits?
- Can I benefit from my spouse’s or ex-spouse’s Social Security?
- Is it true that I pay taxes on my Social Security Income?
Attention: Social Security is often one of several income streams for a typical couple in their Golden Years. Remember that while your Social Security election strategy is important, addressing the larger picture of retirement income planning is equally important. Having this broader perspective could impact your Social Security election strategy and consequently impact your overall financial situation. We will discuss this important nuance at the workshop!
Come and enjoy this No Cost or Obligation Workshop.
We look forward to meeting you!
This workshop is designed for anyone who is 59 years or older. Certainly all who have not yet elected to begin receiving Social Security benefits are encouraged to attend.
Presented by McKell Partners.
Mark has conducted hundreds of educational workshops on financial topics that matter most. His experience and abilities as a skilled presenter create an enjoyable atmosphere where others can learn the principles necessary for financial peace.
Come prepared to enjoy a complimentary lunch or dinner!
Seating is limited. Reserve your seat(s) now by registering below!
MORE WORKSHOPS COMING SOON!
Unable to attend?
Call (888) 704-1337 to arrange a complimentary consultation.
Ask us to perform a Social Security Analysis for you. We utilize robust tools to help you identify strategic timing for electing Social Security benefits and can provide you a report outlining important options and recommendations. Please call or send us a message via the Contact Us Form.
The workshop material is designed to provide accurate and authoritative information with regards to the subject matter covered and is not rendering specific legal, accounting or tax advice. For answers to specific questions and before making any decisions please consult a qualified financial, tax or legal advisor. Not affiliated with or endorsed by the Social Security Administration or any governmental agency.